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Matthew Herman

Moneta Group Investment Advisors, LLC

Chicago, IL

St. Louis, MO

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Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-25
MO RA APPROVED 2026-06-25
  • IL RA
    APPROVED
    Since 2026-06-25
  • MO RA
    APPROVED
    Since 2026-06-25

Branch Locations

10 S Wacker Dr Suite 2975, Chicago, IL 60606 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Epoch Investment Partners New York NY 12/2010 01/2017
Herman & Company Cpas, P.C. White Plains NY 01/2017 05/2022
Bbr Partners New York NY 05/2022 05/2026
Moneta Group Investments Advisors, Llc St. Louis MO 06/2026 Present
  • 12/2010 → 01/2017
    Epoch Investment Partners
    New York, NY
  • 01/2017 → 05/2022
    Herman & Company Cpas, P.C.
    White Plains, NY
  • 05/2022 → 05/2026
    Bbr Partners
    New York, NY
  • 06/2026 → Present
    Moneta Group Investments Advisors, Llc
    St. Louis, MO
Previous Registrations
  • 2022-05-23 → 2026-05-26
    Bbr Partners, Llc
    New York, NY
    Chicago, IL
    Jersey City, NJ
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-21
  • S65 Uniform Investment Adviser Law Examination
    2022-05-21

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
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